How to Export Custom Views in Dynamics CRM

I was looking for a way to export the custom views from one environment to another ( Version used  both source and target -CRM 2015 On-Premise ) and found this nice tool. Its a great time saver. 

Scenario: Created some custom views in UAT environment in order to support testers. Now we need to move same views to the PROD environment. 

Note: One thing I noticed was while using this tool, the person who is trying to export the views should be the owner of the views. If someone has shared any views with you, then you might need to do a 'Save as' and then try to export that view. Otherwise this tool might throw error. 

Xrm Tool box provides a nice tool to export custom views. Download link of the tool is given below.

http://www.xrmtoolbox.com/download.html

1.After download, extract the zip file to a custom folder.

2. Then choose View Transfer Tool.

3. Next step is to connect to the organization. The user interface is pretty simple. We need to select source and target as shown below. After this we could choose entity and then the view to be transferred. Then just click the button Transfer views.

Note: Its highly recommended to test and verify the same view in the new environment.

Thanks to Xrm Tool Box !

Whats new in CRM 2016

With reference to Microsoft Dynamcis CRM Help and Training website, there will be some cool features along with CRM 2016. 

Some interesting features are Preformatted templates for creating excel templates, Onedrive for business directly from CRM,  changing colour scheme using Themes, email folder tracking, Survey ( this is cool one ) . And we will be able to export up to 100000 records using excel export in Dynamics CRM 2016.

For further details please check the link below.

https://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx

Remote Desktop Connection Manager

Sometimes we might need to work in multiple Dynamics CRM projects at the same time. It may not be that easy to switch between servers of customers and progress our work. Also its not easy to remember the connection details, logins etc. I would recommend to use Remote Desktop connection manager to connect to various client servers. I got appreciation from my manager that I am well organized when he noticed that I use Remote Desktop connection manager for various servers. Well its a good time saver. Just imagine how long it takes to connect to each servers or finding connection details etc. Highly recommended when you need to handle multiple clients at the same time. The key point is its really easy to switch from one customer to another. And finally its a free tool from Microsoft.

Remote Desktop Connection Manager can be downloaded from the below link

https://www.microsoft.com/en-gb/download/details.aspx?id=44989


Its not a tough nut. You could easily play around and practice more. If you right click and select properties, you could configure logon credentials etc for each server. For instance, Customer 2 Dev represents server connection whereas Customer1 is a group.